NVIDIA @ BofA Global Technology Conference 2026. Key Takeaways & Full Transcript

Speaker: Colette Kress, EVP & CFO, NVIDIA, in a fireside chat with Vivek Arya (BofA Securities), keynote session, BofA Securities 2026 Global Technology Conference.

NVIDIA’s message at BofA was that demand for AI compute is not just intact but vertical, and that the company’s full-stack, full-data-center model is what separates it from chip-level ASIC competition. Kress opened on the GTC Taipei product cadence: Vera Rubin is in full production and ready to stand up in Q3, the new Vera CPU (described as roughly 2x more performant than alternatives, built on NVIDIA’s own cores) targets agentic workloads and can be sold standalone, and the RTX/DGX Spark AI PC, co-developed with MediaTek, extends the platform to the desktop.

Let’s dig in…